Asset Strategies Group, LLC
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Asset Strategies Group, LLC Employees
Employee
Years
Job
Industry
Amanda Longhenry Amanda Longhenry's Asset Strategies Group, LLC Experience March 2015 - Present
Job Lease Analyst
Industry Financial Services
Experience
Asset Strategies Group, LLC March 2015 - Present
Asset Strategies Group, LLC January 2014 - March 2015
Thirty-One Gifts October 2011 - April 2014
Velocity Construction Services, LLC November 2012 - November 2013
Hartford Lending Group, LLC May 2007 - November 2012
Randall Mortgage Services December 2002 - May 2007
Skills
Credit, Loans, Event Planning, FHA, Management, Microsoft Office, Real Estate, Strategic Planning, Training
Education
Ashford University 2013 — 2016
Bachelor of Business Administration (B.B.A.)
The Ohio State University 1997 — 1999
Dublin Coffman High School 1993 — 1997
Asset Strategies Group, LLC March 2015 - Present
Asset Strategies Group, LLC January 2014 - March 2015
Thirty-One Gifts October 2011 - April 2014
Velocity Construction Services, LLC November 2012 - November 2013
Hartford Lending Group, LLC May 2007 - November 2012
Randall Mortgage Services December 2002 - May 2007
Skills
Credit, Loans, Event Planning, FHA, Management, Microsoft Office, Real Estate, Strategic Planning, Training
Education
Ashford University 2013 — 2016
Bachelor of Business Administration (B.B.A.)
The Ohio State University 1997 — 1999
Dublin Coffman High School 1993 — 1997
Bill Olsen, CLU Bill Olsen, CLU's Asset Strategies Group, LLC Experience December 2004 - Present
Job CoFounder & Managing Partner, Asset Strategies Group LLC
Industry Financial Services
Experience
Asset Strategies Group, LLC December 2004 - Present
Education
Stephen F. Austin State University 1982 — 1986
Asset Strategies Group, LLC December 2004 - Present
Education
Stephen F. Austin State University 1982 — 1986
Bruce Upham Bruce Upham's Asset Strategies Group, LLC Experience February 2009 - Present
Job Financial Planner, Partner at Asset Strategies Group
Industry Financial Services
Experience
Asset Strategies Group, LLC February 2009 - Present
Village of Bear Creek November 2004 - Present
VALIC November 2000 - February 2009
Randalls Food and Drug Store 1979 - 1999
Education
Texas A&M University - Mays Business School 1974 — 1979
BBA, Business Management
Asset Strategies Group, LLC February 2009 - Present
Village of Bear Creek November 2004 - Present
VALIC November 2000 - February 2009
Randalls Food and Drug Store 1979 - 1999
Education
Texas A&M University - Mays Business School 1974 — 1979
BBA, Business Management
Rebekah Ballard Rebekah Ballard's Asset Strategies Group, LLC Experience March 2012 - October 2013
Job COO at The Underground Movement LLC
Industry Real Estate
Experience
The Underground Movement October 2013 - Present
Asset Strategies Group, LLC March 2012 - October 2013
Mall Properties January 2011 - March 2012
Big Lots February 2007 - February 2011
UDR 1996 - 2006
Skills
Leases, Property Tax, Lease Administration, Dispute Resolution, Real Estate, Property Management, Commercial Real Estate, Customer Service, Management, Marketing, Retail, Tenant, Training, Landlords, Shopping Centers
Education
Columbus State Community College 1994 — 1994
The Underground Movement October 2013 - Present
Asset Strategies Group, LLC March 2012 - October 2013
Mall Properties January 2011 - March 2012
Big Lots February 2007 - February 2011
UDR 1996 - 2006
Skills
Leases, Property Tax, Lease Administration, Dispute Resolution, Real Estate, Property Management, Commercial Real Estate, Customer Service, Management, Marketing, Retail, Tenant, Training, Landlords, Shopping Centers
Education
Columbus State Community College 1994 — 1994
Elliott Weir MBA, CFP(R) Elliott Weir MBA, CFP(R)'s Asset Strategies Group, LLC Experience January 2005 - January 2012
Job Retirement Specialist | Your Fiduciary on a Flat Retainer | www.iiifinancial.com | (512) 5621905
Industry Financial Services
Experience
III Financial January 2012 - Present
Asset Strategies Group, LLC January 2005 - January 2012
New England Financial April 2004 - December 2004
IBM Tivoli May 2002 - April 2004
Ernst and Young, LLP May 1996 - May 2000
Skills
Strategic Financial..., Investments, Insurance, Retirement, Portfolio Management, Asset Management, Retirement Planning, Investment Advisory, Money Management, Wealth Management, Financial Planning
Education
The University of Texas at Austin - Red McCombs School of Business 2000 — 2002
MBA, Finance
Southern Methodist University 1992 — 1996
B.S., Computer Science
Westwood High 1989 — 1992
Westwood High
III Financial January 2012 - Present
Asset Strategies Group, LLC January 2005 - January 2012
New England Financial April 2004 - December 2004
IBM Tivoli May 2002 - April 2004
Ernst and Young, LLP May 1996 - May 2000
Skills
Strategic Financial..., Investments, Insurance, Retirement, Portfolio Management, Asset Management, Retirement Planning, Investment Advisory, Money Management, Wealth Management, Financial Planning
Education
The University of Texas at Austin - Red McCombs School of Business 2000 — 2002
MBA, Finance
Southern Methodist University 1992 — 1996
B.S., Computer Science
Westwood High 1989 — 1992
Westwood High
Kelly White, MBA, PMP's Asset Strategies Group, LLC Experience 2007 - 2009
Job Materials Manager at Applied Materials
Industry Semiconductors
Experience
Applied Materials May 2014 - Present
Applied Materials 2010 - May 2014
Asset Strategies Group, LLC 2007 - 2009
Southern Living at Home 2003 - 2007
Advanced Micro Devices 1997 - 2003
Cummins Power Generation 1988 - 1997
Fulbright 1987 - 1988
Skills
Semiconductors, Engineering Management, SPC, Supply Management, Cross-functional Team..., Supply Chain Management, Supply Chain, Project Management, Manufacturing, Negotiation, Management, Procurement, Purchasing, MRP, Process Improvement, Program Management, Continuous Improvement, Six Sigma, Lean Manufacturing, Process Engineering, Materials Management, Design of Experiments, Visio, Strategic Sourcing, Product Development, Manufacturing Operations, Global Sourcing, Semiconductor Industry, Root Cause Analysis, Manufacturing..., Materials, Supplier Development, Failure Analysis, Supplier Evaluation, FMEA, Production Planning, Silicon, Contract Manufacturing
Education
St. Edward's University
Project Management Certificate
University of Saint Thomas - School of Business 1991 — 1996
MBA
College of Saint Benedict 1983 — 1987
BA, English and German
Coon Rapids High School 1980 — 1983
Applied Materials May 2014 - Present
Applied Materials 2010 - May 2014
Asset Strategies Group, LLC 2007 - 2009
Southern Living at Home 2003 - 2007
Advanced Micro Devices 1997 - 2003
Cummins Power Generation 1988 - 1997
Fulbright 1987 - 1988
Skills
Semiconductors, Engineering Management, SPC, Supply Management, Cross-functional Team..., Supply Chain Management, Supply Chain, Project Management, Manufacturing, Negotiation, Management, Procurement, Purchasing, MRP, Process Improvement, Program Management, Continuous Improvement, Six Sigma, Lean Manufacturing, Process Engineering, Materials Management, Design of Experiments, Visio, Strategic Sourcing, Product Development, Manufacturing Operations, Global Sourcing, Semiconductor Industry, Root Cause Analysis, Manufacturing..., Materials, Supplier Development, Failure Analysis, Supplier Evaluation, FMEA, Production Planning, Silicon, Contract Manufacturing
Education
St. Edward's University
Project Management Certificate
University of Saint Thomas - School of Business 1991 — 1996
MBA
College of Saint Benedict 1983 — 1987
BA, English and German
Coon Rapids High School 1980 — 1983
Nick Klacik Nick Klacik's Asset Strategies Group, LLC Experience February 2014 - March 2015
Job CBRE
Industry Real Estate
Experience
CBRE April 2015 - Present
Asset Strategies Group, LLC February 2014 - March 2015
Ohio House of Representatives September 2013 - February 2014
Ohio House of Representatives September 2012 - February 2014
DSK Properties June 2012 - August 2012
Aon Risk Solutions June 2011 - September 2011
Klacik Real Estate June 2007 - September 2010
Skills
Finance, Sales
Education
The Ohio State University 2010 — 2013
Bachelor of Science and Administration, Finance and Economics
Youngstown State University 2009 — 2010
Bachelor of Business Administration (BBA), Marketing
canfield ohio school
CBRE April 2015 - Present
Asset Strategies Group, LLC February 2014 - March 2015
Ohio House of Representatives September 2013 - February 2014
Ohio House of Representatives September 2012 - February 2014
DSK Properties June 2012 - August 2012
Aon Risk Solutions June 2011 - September 2011
Klacik Real Estate June 2007 - September 2010
Skills
Finance, Sales
Education
The Ohio State University 2010 — 2013
Bachelor of Science and Administration, Finance and Economics
Youngstown State University 2009 — 2010
Bachelor of Business Administration (BBA), Marketing
canfield ohio school
Jim Beaudreau Jim Beaudreau's Asset Strategies Group, LLC Experience 2005 - 2015
Job Assistant General Manager Drury Inn & Suites Colorado Springs
Industry Hospitality
Experience
Drury Hotels March 2015 - Present
Grand Hyatt Denver November 2012 - March 2015
Asset Strategies Group, LLC 2005 - 2015
Grand Hyatt Denver June 2012 - November 2012
Grand Hyatt Denver July 2011 - June 2012
Grand Hyatt Denver July 2010 - July 2011
Grand Hyatt Denver December 2008 - July 2010
Skills
Front Office, Hotels, Hospitality Industry, Hotel Management, Hospitality Management, Hospitality, Rooms Division, Food & Beverage, MICROS, Resorts
Education
Boston University School of Law 1992 — 1993
LL.M. Masters of Tax Law
Western New England College School of Law 1989 — 1992
Doctor of Law (JD)
The University of Connecticut School of Business 1985 — 1989
Bachelor of Science (B.S.), Finance, 3.4
Drury Hotels March 2015 - Present
Grand Hyatt Denver November 2012 - March 2015
Asset Strategies Group, LLC 2005 - 2015
Grand Hyatt Denver June 2012 - November 2012
Grand Hyatt Denver July 2011 - June 2012
Grand Hyatt Denver July 2010 - July 2011
Grand Hyatt Denver December 2008 - July 2010
Skills
Front Office, Hotels, Hospitality Industry, Hotel Management, Hospitality Management, Hospitality, Rooms Division, Food & Beverage, MICROS, Resorts
Education
Boston University School of Law 1992 — 1993
LL.M. Masters of Tax Law
Western New England College School of Law 1989 — 1992
Doctor of Law (JD)
The University of Connecticut School of Business 1985 — 1989
Bachelor of Science (B.S.), Finance, 3.4
Anthony Trantham, CFP ® Anthony Trantham, CFP ®'s Asset Strategies Group, LLC Experience March 2006 - July 2010
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2010 - Present
Asset Strategies Group, LLC March 2006 - July 2010
Shire Pharmaceuticals September 2003 - March 2006
Skills
Investments, Sales, Portfolio Management, Retirement, Series 7, Retirement Planning, Strategic Financial..., Account Management, Strategic Planning, Series 63, CRM, Strategy, Insurance
Education
Texas A&M University 1989 — 1993
Bachelor of Business Administration, Marketing
Fidelity Investments July 2010 - Present
Asset Strategies Group, LLC March 2006 - July 2010
Shire Pharmaceuticals September 2003 - March 2006
Skills
Investments, Sales, Portfolio Management, Retirement, Series 7, Retirement Planning, Strategic Financial..., Account Management, Strategic Planning, Series 63, CRM, Strategy, Insurance
Education
Texas A&M University 1989 — 1993
Bachelor of Business Administration, Marketing
Paul Hiers's Asset Strategies Group, LLC Experience September 2002 - Present
Job Owner, Asset Strategies Group, LLC
Industry Retail
Experience
Asset Strategies Group, LLC September 2002 - Present
Limited Brands 1991 - 2000
Skills
Retail, Auditing, Accounting, Process Improvement, Customer Service, Forecasting, Budgets
Education
Kent State University 1983 — 1987
Asset Strategies Group, LLC September 2002 - Present
Limited Brands 1991 - 2000
Skills
Retail, Auditing, Accounting, Process Improvement, Customer Service, Forecasting, Budgets
Education
Kent State University 1983 — 1987
Theresa Wecker's Asset Strategies Group, LLC Experience January 2014 - Present
Job Asset Strategies Group
Industry Retail
Experience
Asset Strategies Group, LLC January 2014 - Present
Asset Strategies Group February 2013 - January 2014
Metamorphosis, Inc May 2007 - January 2013
Foot Locker June 2003 - May 2007
Payless ShoeSource June 1999 - June 2003
Symbios Logic 1991 - 1999
Skills
Financial System..., Computer Science, Community Outreach, Fundraising, ADP Payroll, Accounting, Leases, Lease Administration, Management, Lease Audit, Process Improvement, Financial Analysis, Auditing, Real Estate, Analysis, Software Implementation, Project Management, Retail, Forecasting, Budgets, Financial Services, Strategic Planning, Leadership, Contract Negotiation, Payroll, Team Building
Education
University of Kansas 1987 — 1991
Bachelor of Science (BS), Accounting and Computer Science
Asset Strategies Group, LLC January 2014 - Present
Asset Strategies Group February 2013 - January 2014
Metamorphosis, Inc May 2007 - January 2013
Foot Locker June 2003 - May 2007
Payless ShoeSource June 1999 - June 2003
Symbios Logic 1991 - 1999
Skills
Financial System..., Computer Science, Community Outreach, Fundraising, ADP Payroll, Accounting, Leases, Lease Administration, Management, Lease Audit, Process Improvement, Financial Analysis, Auditing, Real Estate, Analysis, Software Implementation, Project Management, Retail, Forecasting, Budgets, Financial Services, Strategic Planning, Leadership, Contract Negotiation, Payroll, Team Building
Education
University of Kansas 1987 — 1991
Bachelor of Science (BS), Accounting and Computer Science
Walter Irmen, MBA's Asset Strategies Group, LLC Experience May 2014 - Present
Job Project Manager at Asset Strategies Group, LLC
Industry Construction
Experience
Asset Strategies Group, LLC May 2014 - Present
City Mattress 2015 - 2015
City Matress 2015 - 2015
ASG, LLC 2013 - 2015
WMI Inc. January 2008 - May 2014
HARLEM IRVING COMPANIES 2006 - 2008
AUXANO INC January 1998 - January 2006
AFC 1996 - 1998
Brothers/Gloria Jeans Coffee 1994 - 1996
Taco Bell 1984 - 1994
Skills
Construction Management, Energy, Feasibility Studies, Construction, Energy Management, Real Estate Development, Budgeting, Contractors, Green Building, Property Management, Entitlements, Contract Negotiation, Energy Efficiency, Green, Budgets, Cost Control, Facilities Management, Location Intelligence, Real Estate, Process Scheduler, Sales
Education
Averett University 1989 — 1991
MBA;, Business Management; Business
Roosevelt University 1982 — 1984
BA, Business
William Rainey Harper College
AA, Business
Southern Illinois University 1973 — 1976
AS, Architecture
Asset Strategies Group, LLC May 2014 - Present
City Mattress 2015 - 2015
City Matress 2015 - 2015
ASG, LLC 2013 - 2015
WMI Inc. January 2008 - May 2014
HARLEM IRVING COMPANIES 2006 - 2008
AUXANO INC January 1998 - January 2006
AFC 1996 - 1998
Brothers/Gloria Jeans Coffee 1994 - 1996
Taco Bell 1984 - 1994
Skills
Construction Management, Energy, Feasibility Studies, Construction, Energy Management, Real Estate Development, Budgeting, Contractors, Green Building, Property Management, Entitlements, Contract Negotiation, Energy Efficiency, Green, Budgets, Cost Control, Facilities Management, Location Intelligence, Real Estate, Process Scheduler, Sales
Education
Averett University 1989 — 1991
MBA;, Business Management; Business
Roosevelt University 1982 — 1984
BA, Business
William Rainey Harper College
AA, Business
Southern Illinois University 1973 — 1976
AS, Architecture
Ryan Mehl's Asset Strategies Group, LLC Experience 2014 - Present
Job Asset Strategies Group
Industry Real Estate
Experience
Asset Strategies Group, LLC 2014 - Present
Privit, Inc. 2014 - 2014
Accruent - Expesite 2008 - 2013
Skills
Business Development, New Business Development, Sales, SaaS, Real Estate, Sales Management, Marketing, Leadership, Management, Negotiation, CRM, Professional Services, Cross-functional Team..., Project Planning, Product Management, Account Management, Project Management, Marketing Strategy, Team Building, Strategic Planning, Contract Negotiation
Education
Miami University
Asset Strategies Group, LLC 2014 - Present
Privit, Inc. 2014 - 2014
Accruent - Expesite 2008 - 2013
Skills
Business Development, New Business Development, Sales, SaaS, Real Estate, Sales Management, Marketing, Leadership, Management, Negotiation, CRM, Professional Services, Cross-functional Team..., Project Planning, Product Management, Account Management, Project Management, Marketing Strategy, Team Building, Strategic Planning, Contract Negotiation
Education
Miami University
Tammy Seay's Asset Strategies Group, LLC Experience May 2013 - Present
Job Lease Analyst at Assest Strategies Group
Industry Real Estate
Experience
Asset Strategies Group, LLC May 2013 - Present
Glimcher Realty Trust March 2007 - May 2013
Chipotle Mexican Grill July 2005 - March 2007
National Church Residences May 2001 - November 2004
CompManagement, Inc. October 1998 - May 2001
Mohun Health Care Center January 1997 - June 1998
Reitter Wall Systems October 1995 - December 1996
Sisters of Charity, BVM October 1986 - December 1994
Skills
General Ledger, Payroll, Cash Flow, Auditing, Employee Benefits, Microsoft Excel, Financial Statements, Accounting, Financial Analysis, Leases, Budget, Real Estate, Coaching, Outlook, Accounts Receivable, Accounts Payable, Finance, Invoicing, Budgets, Property Management, Financial Reporting, Account Reconciliation, Training
Education
Franklin University 2012 — 2014
Bachelor's, Accounting and Business/Management
Clarke College 1987 — 1994
Accounting
Northeast Iowa Community College 1983 — 1985
Associate Degree, Accounting
Asset Strategies Group, LLC May 2013 - Present
Glimcher Realty Trust March 2007 - May 2013
Chipotle Mexican Grill July 2005 - March 2007
National Church Residences May 2001 - November 2004
CompManagement, Inc. October 1998 - May 2001
Mohun Health Care Center January 1997 - June 1998
Reitter Wall Systems October 1995 - December 1996
Sisters of Charity, BVM October 1986 - December 1994
Skills
General Ledger, Payroll, Cash Flow, Auditing, Employee Benefits, Microsoft Excel, Financial Statements, Accounting, Financial Analysis, Leases, Budget, Real Estate, Coaching, Outlook, Accounts Receivable, Accounts Payable, Finance, Invoicing, Budgets, Property Management, Financial Reporting, Account Reconciliation, Training
Education
Franklin University 2012 — 2014
Bachelor's, Accounting and Business/Management
Clarke College 1987 — 1994
Accounting
Northeast Iowa Community College 1983 — 1985
Associate Degree, Accounting
Kim Grider's Asset Strategies Group, LLC Experience CAM Auditor-Property Management RepresentativeAutoZoneApril 2013 - December 2013
Job Real Estate Professional
Industry Real Estate
Experience
Asset Strategies Group, LLC CAM Auditor-Property Management RepresentativeAutoZoneApril 2013 - December 2013
CB Richard Ellis April 2008 - October 2011
EDR Trust October 2006 - October 2007
Education
California State University San Marcos
Bachelor's degree, Accounting and Business/Management
Asset Strategies Group, LLC CAM Auditor-Property Management RepresentativeAutoZoneApril 2013 - December 2013
CB Richard Ellis April 2008 - October 2011
EDR Trust October 2006 - October 2007
Education
California State University San Marcos
Bachelor's degree, Accounting and Business/Management
Adam Bednar's Asset Strategies Group, LLC Experience June 2008 - Present
Job Lease Administrator at Asset Strategies Group, LLC
Industry Retail
Experience
Asset Strategies Group, LLC June 2008 - Present
Skills
Lease Administration, Leases, Real Estate, Property Management, Tenant, Landlords, Accounting, Retail, Budgets, Customer Service, Forecasting, Microsoft Excel, Microsoft Word, Auditing, Microsoft Office
Education
The Ohio State University - The Max M. Fisher College of Business 2005 — 2010
Bachelor's degree, Accounting
Asset Strategies Group, LLC June 2008 - Present
Skills
Lease Administration, Leases, Real Estate, Property Management, Tenant, Landlords, Accounting, Retail, Budgets, Customer Service, Forecasting, Microsoft Excel, Microsoft Word, Auditing, Microsoft Office
Education
The Ohio State University - The Max M. Fisher College of Business 2005 — 2010
Bachelor's degree, Accounting